Investors Capital Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-8,061
Closed -$339K 750
2015
Q1
$339K Buy
8,061
+45
+0.6% +$1.88K 0.06% 424
2014
Q4
$332K Buy
+8,016
New +$325K 0.06% 408

Other funds holding IMCV

Investors Capital Advisory Services's IMCV Position: Q2 2015 in Review

Investors Capital Advisory Services sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2015, closing a stake of 8,061 shares — an estimated $339K sold.

Investors Capital Advisory Services first reported a position in IMCV in Q4 2014 and held it in 2 quarters. The position peaked at $339K in Q1 2015. 38 funds tracked by Wall St. Rank hold IMCV as of Q2 2015.

  • Investors Capital Advisory Services reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 8,061 iShares Morningstar Mid-Cap Value ETF shares in Q2 2015, an estimated $339K.
  • Investors Capital Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2014 and held it in 2 quarters.
  • Investors Capital Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $339K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2015.

Based on Investors Capital Advisory Services's 13F filing for Q2 2015, filed 3 Aug 2015.